Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
Read original at benzingaStocks · News reference
Shares of memory-related companies are trading higher, possibly amid growing AI investment after peer Micron launched the $250 million Micron Ventures Paradigm Fund. A Morgan Stanley analyst issued a note mentioning continued strength in enterprise infrastructure spending.
Reference details
Connected markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Aug 14, 2026, 7:48 PM
- Checked
- Aug 14, 2026, 7:48 PM
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related headlines
Why Is Micron Stock Falling on Thursday?
Micron Technology stock declined on Thursday amid profit-taking, Nvidia's margin disclosures, and potential U.S. chip tariffs.
Read original at benzingaQUICK SPARK: Nvidia's Next Rally Could Create Another Fourteen Intels in Market Value
If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Read original at benzingaNvidia’s AI Boom Hits Its First Margin Wall: Memory Prices
Nvidia AI buildout is expensive. Memory prices will drive gross margins to 71%–72% in Q4, the first major margin decline of the AI cycle.
Read original at benzingaAI Bubble Could Be Ready to Pop and Jim Cramer May Be the Warning Sign
Former hedge fund manager thinks the AI bubble could be close to popping and Jim Cramer could be one of the reasons why.
Read original at benzingaSamsung Just Authorized Its Largest Shareholder Return Ever. Every Major Memory Stock Fell Monday.
Samsung approved a record 90-110 trillion won shareholder return for 2026, about five times its previous record. However, memory stocks fell sharply Monday as investors had expected up to 150 trillion won and were disappointed that buyback details were deferred to January rather than committed immediately. The sell-off reflects investor skepticism about the sustainability of the AI-driven memory boom, with concerns about pricing deceleration evident in companies like Sandisk.
Read original at the-motley-fool